TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.
TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR.
Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody’s perfect – and we encourage you to apply. You may just be the right candidate for this or other roles.
About the Role
We are seeking a dynamic and hands-on Staff Salesforce Business Analyst to join our Technology team. In this role, you will partner with Marketing, Sales, Finance, and Operations to define the Salesforce roadmap and deliver scalable, compliant solutions. You will bridge business requirements with platform capabilities across Salesforce CRM (Sales, Service, Experience), Agentforce, and CPQ, while leveraging your strong Salesforce Administration skills to configure, govern, and optimize our Salesforce environment.
Key Responsibilities
Lead Salesforce Initiatives:
- Drive the full lifecycle of Salesforce projects, including:
- Discovery: Conduct stakeholder interviews, workshops, and process analysis to identify business needs and opportunities.
- Proof of Concept (POC): Design and validate solution prototypes to demonstrate feasibility and value.
- Story Creation: Translate requirements into detailed user stories, acceptance criteria, and process maps.
- Prioritization: Work with business and technical teams to prioritize the backlog for maximum impact.
- Testing: Develop and execute test cases, coordinate user acceptance testing, and ensure quality standards are met.
- Release: Oversee deployment, change management, and release documentation.
- Adoption: Deliver training, enablement, and ongoing support to drive user adoption and maximize business value.
- Requirements Gathering: Facilitate workshops and interviews to elicit, document, and prioritize business requirements; translate needs into user stories and process maps.
Salesforce Administration & Configuration:
- User and license management, profiles, permission sets, roles, sharing rules, and security settings.
- Object and field configuration, record types, page layouts, Lightning App/Record Pages, Dynamic Forms, and related lists.
- Automation using Flows, Approvals, Email Alerts, and In-App Guidance; deprecate legacy Workflow Rules/Process Builder.
- Reports and dashboards creation, analytics folder management, and role-based data visibility.
- Data quality management: validation rules, duplicate rules, picklist governance, and field-level help.
- Release and change management: sandbox strategy, change sets, metadata versioning, and UAT coordination.
- Service Cloud/Agentforce: Case management, omni-channel routing, knowledge base, SLAs, macros, and agent assist features.
- Experience Cloud: Community setup, page access, and content governance.
- CPQ: Product catalog, pricing rules, quote templates, renewals, and amendments.
- Integration: Collaborate on integrations (e.g., MuleSoft/Boomi), Connected Apps, and data migration.
Platform Specialization:
- Sales Cloud: Lead management, opportunity stages, forecasting, territories, and sales cadences.
- Testing & Support: Define and execute test cases, support UAT, deliver training, and provide Tier-2/3 troubleshooting.
- Governance & Compliance: Enforce security, audit trails, and data retention policies; partner with InfoSec/Compliance for regulatory requirements.
- Continuous Improvement: Analyze usage, propose process and UX improvements, and measure outcomes via KPIs and adoption metrics.
Required Qualifications
- Bachelor’s degree in Business, Information Systems, Computer Science, or equivalent experience.
- 5+ years as a Salesforce Business Analyst, with at least 3 years of hands-on Salesforce Administration in multi-cloud environments.
- Proven experience with Salesforce CRM, CPQ, and Agentforce.
- Salesforce Business Analyst
- CPQ Specialist
- Platform App Builder
- Service/Sales Cloud Consultant
Certifications (Required):
- Salesforce Administrator (ADM-201)
Certifications (Preferred):
- Advanced Administrator (ADM-211)
Skills & Competencies:
- Expert in Salesforce Administration: profiles, permission sets, Flows, validation rules, sharing/security, and release/change management.
- Deep knowledge of Sales Cloud, Service Cloud/Agentforce, Experience Cloud, and CPQ.
- Proficient with process mapping tools (Lucidchart, Microsoft Visio, Miro).
- Experienced with project management tools (Jira, Confluence, Monday, Asana).
- Advanced Salesforce reporting and dashboard skills; strong Excel and BI tool familiarity.
- Exceptional communication, stakeholder management, and facilitation skills.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
Work Environment:
- Work in a clean, pleasant, and comfortable office work setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.
- This position is 100% in office.
Travel Requirements
Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.
TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact [email protected] to request such an accommodation.